The Investipal podcast
The human side of money.
With Brendan Frazier
Loads the YouTube player when selected.About this episode
Brendan Frazier, introduced as Chief Behavior Officer at RFG Advisory and host of The Human Side of Money, reflects on his journey from sales to financial planning. He discusses his belief in the importance of emotional intelligence, how technology is reshaping the advisor’s role, and communication changes that can strengthen lasting client relationships.
Discussion themes
- Brendan’s transition from sales to financial planning.
- His perspective on emotional intelligence and the future of advice.
- How technology changes the advisor’s role.
- Small communication changes that strengthen client relationships.
These notes summarize the original episode description. They are not a transcript.